Department of Labor filing

REFURB HOLDINGS LLC

RECONEXT 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

29filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$914

Reported employer contributions per active participant.

Higher than about 16% of comparable plans

#People in the filing

557

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$96 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 58% of comparable plans

↗Investment performance

Not available

Plan assets changed 4.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202429out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions16th percentileTypical peer $3,106 · based on 1,380 comparable plans

Lower reported administrative expense58th percentileTypical peer $113 · based on 1,398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, REFURB HOLDINGS LLC reported $509,328 in employer contributions across the plan and 557 active participants. That works out to $914 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy70%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 24.6%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 23.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context29/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $509,328
Participant contributions: $1,388,599
Other contributions: $95,206
Employer share of reported contributions: 26.8%
Beginning assets: $23,891,959
Ending assets: $25,054,108
Ending net assets: $25,054,108
Ending liabilities: $0
Total income: $5,164,597
Total expenses: $4,002,448
Administrative expenses: $63,395
Participant loans: $269,874

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,213

2023

$1,451

2024

$914

Plan-paid administrative expenses per participant

2022

$126

2023

$67

2024

$96

Active participants

2022

499

2023

372

2024

557

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$914	557	25.1M	20251009223304NAL0012238352001
2023	$1,451	372	23.9M	20241014173522NAL0053377010001
2022	$1,213	499	23.5M	20231013215438NAL0023625187001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 800861230-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Aug 1, 1999
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
3B2S2F2G2T2J2K3D2E

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251009223304NAL0012238352001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗